DWM

Destination Wealth Management Portfolio holdings

AUM $3.63B
1-Year Est. Return 10.82%
This Quarter Est. Return
1 Year Est. Return
+10.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18.2M
3
+$16.4M
4
DHR icon
Danaher
DHR
+$15.8M
5
IMTB icon
iShares Core 5-10 Year USD Bond ETF
IMTB
+$11.9M

Top Sells

1
+$121M
2
+$45.2M
3
+$37.1M
4
KMB icon
Kimberly-Clark
KMB
+$29.5M
5
COST icon
Costco
COST
+$24.3M

Sector Composition

1 Healthcare 8.93%
2 Technology 7.13%
3 Financials 5.39%
4 Consumer Staples 5.21%
5 Communication Services 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
+15
477
$2K ﹤0.01%
333
+246
478
$2K ﹤0.01%
26
-115
479
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+50
480
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+13
481
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25
+16
482
$2K ﹤0.01%
+75
483
$2K ﹤0.01%
39
484
$1K ﹤0.01%
300
+200
485
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+4
486
$1K ﹤0.01%
+50
487
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488
$1K ﹤0.01%
+378
489
$1K ﹤0.01%
+18
490
$1K ﹤0.01%
80
-320
491
$1K ﹤0.01%
+10
492
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+14
493
$1K ﹤0.01%
50
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494
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249
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495
$1K ﹤0.01%
+100
496
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+10
497
$1K ﹤0.01%
+50
498
$1K ﹤0.01%
92
499
$1K ﹤0.01%
+200
500
$1K ﹤0.01%
+39
18 19
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